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For Companies At a Glance
- Tasks: Lead daily operations and strategy for Brokerage, ensuring top-notch service and efficiency.
- Company: Fidelity International has been shaping financial futures for over 50 years with a global presence.
- Benefits: Enjoy flexible working options, a comprehensive benefits package, and a focus on your wellbeing.
- Why this job: Join a dynamic team dedicated to innovation and customer satisfaction in the financial sector.
- Qualifications: Strong leadership skills, operational knowledge, and a customer-focused mindset are essential.
- Other info: This role offers opportunities for professional growth and involvement in impactful projects.
The predicted salary is between 43200 - 72000 £ per year.
About the Opportunity
Job Type: Permanent
Application Deadline: 31 May 2025
Department: Brokerage Operations
Location: Kingswood, Surrey
Reports To: Capability Director - Fund Dealing & Brokerage, GPS Delivery
About Fidelity International
We are proud to have been helping our clients build better financial futures for over 50 years. Join our Global Platform Solutions team and feel like you are part of something bigger.
About your team
With a global presence across more than 25 locations around the world, Fidelity International provides investment services and retirement expertise to everyone from central banks and financial institutions to wealth managers and private individuals. The goal of the Global Platform Solutions team is to build a profitable $500bn business by becoming the partner of choice for all an individual’s and family’s financial needs.
About your role
We have organised our core Delivery teams into five different capability areas: Fund Dealing & Brokerage, Transfers & Retirement, Client Account Management, Payments & Distribution, and Reconciliations & Product Management. Capability teams deliver a coherent set of outcomes across both technology and operational implementations. They have the skill sets persistently available to set and manage strategic direction, run and maintain the capability, and support a projected regulatory and mandatory change agenda.
The Operations Lead, Brokerage will report to the Capability Director, Fund Dealing & Brokerage. This role will support our vision of becoming the partner of choice for all individuals’ and families’ lifetime financial needs, offering access to world-class online investment and retirement solutions.
In this role you will:
- Work closely with Capability Director in shaping the capability’s strategy and direction.
- Manage and ensure the smooth running of the day-to-day operations of the capability to meet service level agreements (SLAs) and performance standards.
- Ensure that the BAU activities within the capability align with the broader business goals and strategic direction.
- Lead the performance of the capability against established KPIs and metrics, identifying areas for process improvement.
- Identify opportunities for operational efficiency and service quality improvements, implementing changes to optimise the capability.
- Maintain effective communication with stakeholders, including senior management, journey owners, and internal teams.
- Manage the budget allocated to BAU operations, making informed decisions on resource allocation and operational expenses.
- Ensure that the capability operates in compliance with relevant regulatory requirements, industry standards, and internal policies.
- Act as the primary interface with the GPS Distribution and Investor Servicing teams.
- Be responsible for customer experience for internal and external customers.
Key Responsibilities
- Development of the existing Operating Model to further enhance the Brokerage Product/Proposition in a Global setting.
- Development of the existing Brokerage Operations Team from a training and competency perspective.
- Continuous review of all process flows and procedures required to underpin the existing and future operating Model.
- Ownership of the Brokerage Operations Risk and Control Self-Assessment.
- Review of all operational controls required to ensure the business has adequate mitigation in place to alleviate avoidable risks and errors.
- Setting team members goals and objectives and providing input to the wider Global Distribution Operations goals.
- Support the Global Platform Solutions additional project-related activities.
- Manage the change agenda for Brokerage Operations and represent the Department in Change Priority meetings.
- Collation of Brokerage Ops MI reports.
- Ownership of the Market Broker/Custodian relationship including KPI Performance and service level meetings.
- Assist the business channels and Brokerage Proposition with Sales pitches and commercial proposals.
- Ensure representation from Brokerage in key external forums.
About you
- Good understanding of products and the various operational, legal, regulation, and customer requirements.
- Strong influencing skills with the proven ability to influence managers in relation to product and change requirements.
- Adept at managing processes with significant reputational, financial, and compliance/regulatory risks.
- Business aware and cost conscious.
- Experience of working in a customer-focused, dynamic, commercially driven environment.
- Stakeholder engagements across GPS and other Capabilities.
- Strong communication skills.
- Ability to lead across multiple sub-capabilities.
- Leadership and team building skills fostering a culture of excellence and continuous improvement.
- Ability to drive staff engagement and embed a customer-focused culture.
- A strong sense of ownership and accountability for the Capability’s steady state operations.
- Outstanding influencing skills and comfortable operating at the most senior levels of an organisation.
- Excellent interpersonal and communication skills.
- Strong leadership experience, with proven ability to lead multi-cultural teams.
Feel rewarded
We offer a comprehensive benefits package, value your wellbeing, and support your development. We will be flexible about where and when you work.
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Brokerage Operations, Associate Director | Hull, UK employer: Fidelity International
Contact Detail:
Fidelity International Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Brokerage Operations, Associate Director | Hull, UK
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly brokerage operations. Understanding the key players, regulatory requirements, and current trends will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the field through platforms like LinkedIn. Connecting with current employees at Fidelity International or similar companies can provide insights into the company culture and expectations for the Associate Director role.
✨Tip Number 3
Prepare to discuss your leadership experience and how you've driven operational improvements in previous roles. Be ready to share specific examples that demonstrate your ability to manage teams and influence stakeholders effectively.
✨Tip Number 4
Stay updated on the latest developments in technology and automation within brokerage operations. Being knowledgeable about how these advancements can enhance customer journeys will set you apart as a candidate who is forward-thinking.
We think you need these skills to ace Brokerage Operations, Associate Director | Hull, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Brokerage Operations role. Focus on your leadership abilities, operational management experience, and any specific achievements in financial services.
Craft a Compelling Cover Letter: Write a cover letter that not only introduces yourself but also explains why you are passionate about this role at Fidelity International. Mention how your background and skills can contribute to their goal of becoming the partner of choice for financial needs.
Highlight Relevant Skills: In your application, emphasise your understanding of regulatory requirements, stakeholder engagement, and your ability to drive operational efficiency. Use specific examples from your past experiences to demonstrate these skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial for a role in operations.
How to prepare for a job interview at Fidelity International
✨Understand the Brokerage Landscape
Familiarise yourself with the current trends and challenges in brokerage operations. Be prepared to discuss how these factors could impact Fidelity International and how you can contribute to overcoming them.
✨Showcase Your Leadership Skills
As an Associate Director, you'll need to demonstrate strong leadership capabilities. Prepare examples of how you've successfully led teams, managed change, and fostered a culture of continuous improvement in previous roles.
✨Prepare for Stakeholder Engagement Questions
Expect questions about your experience in engaging with various stakeholders. Think of specific instances where you've influenced decisions or improved communication across teams, as this role requires strong interpersonal skills.
✨Highlight Your Regulatory Knowledge
Given the regulatory nature of the financial services industry, be ready to discuss your understanding of relevant regulations and compliance requirements. Show how you've ensured adherence to these standards in past positions.
